|Super Admin, Admin
|Cannot be accessed by users assigned to custom roles
|Lever Basic, LeverTRM, LeverTRM for Enterprise
Following the successful launch of Visual Insights a year ago, we are announcing the deprecation of Legacy Reporting. As of October 2023, new users to Lever will not have access to Legacy Reporting. Legacy Reporting will be removed from Lever for current users with next year's Fall Release, targeted for November 2024.
Visual Insights will become the default (and only) reporting experience within the Lever platform. If you’re unfamiliar, Visual Insights is a series of ready-to–use dashboards, built from customer feedback and industry best practices.
Check out this article regarding the transition from Legacy Reporting to Visual Insights. Specifically, Nurture metrics can be found on the Nurture dashboard in Visual Insights. To learn more, refer to our Nurture dashboard help article.
If you have any questions or concerns about this upcoming change, please feel free to reach out to your Customer Success Manager or submit a request for assistance.
Lever's Nurture reports provide you with an overview of your Lever Nurture sourcing efforts over a given period of time, along with the ability to drill down in a variety of different ways. With Lever Nurture reports, you can easily track how your campaigns - and the individual touchpoints within those campaigns - are performing in terms of both candidate engagement and a few downstream recruiting metrics. You can easily see the effect of Lever Nurture on the number of candidates you interview, extend an offer to, and ultimately hire.
Nurture report metrics
Right at the top of any of your Nurture Reports, you will see a high-level summary.
For any given date range, the summary will quickly answer any of the following questions:
- How many candidates have we sourced and sent a Nurture campaign to?
- How many total emails have we sent to these sourced candidates?
- What percentage of our campaigns received a candidate response?
- How many of these candidates did we interview?
- How many of these candidates did we ultimately hire?
Beneath the summary, you will find a more detailed list, broken down by whichever Lever Nurture Report you have specifically chosen. You can review the following metrics:
- Candidates: The number of unique candidates sent a Nurture campaign
- Sent emails: The number of emails sent via Nurture campaign
- Opened: The percentage of emails that were opened
- Link clicked: The percentage of emails with links in which at least one link was clicked
- Reply rate: The percentage of candidates that responded to a Nurture campaign
- Moved to interview: The number of candidates that were moved to the interview pipeline
- Moved to offer: The number of candidates that were moved to the offer stage
- Hired: The number of candidates that were archived as hired
Drill down options
With Nurture Reports, you can choose to see how your sourcing efforts have progressed, cut in a couple different dimensions. You can choose to view all of the above metrics by:
- User: The user who started the Nurture campaign
- Campaign: The name of the Nurture template
- Job posting: The job posting of the candidate that was sent the Nurture campaign
- Sender: The user that candidates see as the sender of the email, including emails sent on that user’s behalf via 'Send For' permission (to learn more, refer to our 'Send For' permission help article)
|It is possible for the same candidate to appear in different rows. For example, if you send a Nurture campaign to a candidate with multiple job postings on their profile and are viewing your report by posting, the same candidate will be counted in the rows for both postings.
Primary dimension and date filter selection
To begin reviewing your sourcing stats, navigate to Lever’s Reports section. Simply choose from among the options below the 'Lever Nurture' header in the left-hand navigation to see metrics broken down by your chosen dimension. Next, pick your desired time frame by using the date filters in the upper-right corner.
Drilling down into secondary dimensions
Once you have chosen a Nurture report and set your time window, you can further drill down by clicking into any given row. When you click into a row, you will be able to slice the data for that row by any of the other dimensions. To illustrate consider the following example:
Say that you want to see how much success the different people in your company are having when they send Nurture campaigns. To do this, you would choose the by user Nurture report.
Say you want to get more detail into your users' sourcing efforts. Click on any of the user rows to drill down into that specific user's statistics.
Now you can see how this user is faring across the different job postings for which they are sourcing. At this point, you can continue clicking into the rows to get more granular cuts of data, all the way down to how the touchpoints within a campaign compare to one another.
By default, clicking into rows for more granular detail will drill down in the following order:
- User → Posting → Campaign → Touchpoint number
- Posting → Campaign → Touchpoint number
- Campaign → Touchpoint number
- Sender → Posting → Campaign → Touchpoint number
Alternatively, if at any point, you would like to see data cut in a different way, click on the dropdown above the rows to slice the data by a different dimension.